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Basis Points

Basis Points by WisdomTree Asset Management

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next. Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

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Episodes

327 episodes

  1. Fed Watch: Holding the Line 3:48
  2. Investing in a 5% Bond World: The Barbell 4:50
  3. “Zero-ing” In on Higher Bond Yields 3:36
  4. Higher Bond Yields Go Global 5:37
  5. Fed Watch: Finally, ‘Walkin’ the Walk’ 4:18
  6. The Bond Market Is Just Doing Its Job 7:54
  7. Bessent & Warsh Go Down the Jackson Hole 4:47
  8. What’s Driving Treasury Yields Higher? 7:22
  9. Is the Bond Market Putting Warsh in a Corner? 3:27
  10. Fed Watch: Is It a Matter of When, Not If? 3:41
  11. A New ‘Warsh’ Cycle 6:57
  12. Closing the Curtain on Rate Cuts 4:04
  13. A ‘Warsh’ Out at the Fed 4:15
  14. Fed Watch: The Changing of the Guard Finally Arrives 4:08
  15. Private Credit Beyond the Headlines: Why Diversification and Liquidity Matter More Than Ever 11:47
  16. Are Bessent’s Hands Tied? 5:09
  17. ‘Warsh’ and Dry 4:25
  18. What’s ‘Under the Hood’ of Your Core Bond Position? 4:54
  19. Powell Stays…Should the Dot Plot? 4:35
  20. Fed Watch: Powell’s Last Stand & What Comes Next? 4:22
  21. Inflation’s First Official Debut 3:55
  22. Nowhere to Hide…Except Maybe Treasury Floating Rate Notes 4:22
  23. How to Mitigate Software Exposure in Bonds 12:31
  24. Fed Watch: Between a Rock and a Hard Place 4:43
  25. One Week Later 5:15
  26. Is “Selling America” Fake News? 5:02
  27. A World Without the ‘Dot Plot’? 6:17
  28. Warsh’s Reality Check: The Fed Balance Sheet 5:10
  29. Weighing in on Warsh 4:38
  30. Trump Administration’s Plan to Buy Agency MBS: How to Play It? 9:27
  31. Fed Watch: Can I Place You on Hold? 3:50
  32. A Quality-Screened Substitute for Bank Loans 3:43
  33. Putting a Steeper Yield Curve to the Test 4:06
  34. The Answer to the Curve Steepener: Active/Passive Barbell 3:35
  35. The Fed’s Silent Dissenters 4:24
  36. Fed Watch: Recalibrating the “Recalibration” 4:03
  37. How Can New Hiring and the Unemployment Rate Rise at the Same Time? 3:46
  38. Fed Watch: A House Divided? 4:01
  39. Back to Basics with Tax-Aware Laddered Bond Strategies 5:32
  40. Want to Go Long Duration? Not Recommended at This Time 3:05
  41. Fed Watch: Risk Management Continues 3:50
  42. What If: The Other Side of the Trade 3:33
  43. Narrowing the Short List for Fed Chair 4:08
  44. ‘Flying Blind’ in the Shutdown? 4:54
  45. Treasury FRNs Remain a Cornerstone Bond Strategy 4:01
  46. Fed Watch: Will It Be Déjà vu All Over Again? 3:22
  47. Treasury Yields: How Low Can We Go? 3:06
  48. Fed Watch: Independence & Filtering Out the Noise 5:33
  49. Steeper Curves Ahead 4:02
  50. Is a September Rate Cut Now in Play? 4:54